A: Email, the upsales user email must match the one in Kleer.

In the Kleer app, our reference on the order in Kleer is the user set as sales representative on the order.

In the Kleer Premium app, the app setting Förvald kontoansvarig decides which Upsales user is matched to set our reference on the order in Kleer:

• Användaren på försäljningen (default): the user set as sales representative on the order.
• Kontoansvarig på företaget: the account manager on the company. If the company has several account managers, the first one is used.

Upper and lower case in the email do not matter.

In the Kleer Premium app, the Eget fält för granskare setting (a company custom field holding the email of a Kleer user) must match the email in Kleer exactly, including upper and lower case. If it does not match, no approver is set on the customer in Kleer.